Vice President - Private Wealth Advisor

Brian Mann

3304 State Street
Santa Barbara, CA 93105
(805) 563-6453

Hello!

Brian's career in the financial industry has focused on providing comprehensive wealth management solutions to clients in the higher education, entertainment, and aerospace industries. Brian is passionate about sustainable investing and has expertise in private wealth, investment management, retirement planning, insurance, and estate and trust planning. Brian started his career out of law school, working at Human Rights First in Washington, D.C., advocating for and defending the rights of immigrants and refugees.

Brian has bachelor's degrees in Social & Behavioral Economics and Spanish Literature from the University of Arizona and his J.D. from California Western School of Law. He holds Series 7, Series 66, and C.A. Insurance licenses.

How can I help you achieve your goals?

My Specialties
  • Financial Planning
  • Wealth Investment Management
  • Retirement/IRA's
  • Sustainable Investing

A native of the San Francisco Bay Area, Brian resides in Southern California with his wife and two young children.

Our thorough approach to Estate Planning will help secure your lasting legacy.
Estate and Legacy Planning
Look forward to the future.
Individual Retirement Planning
Establish a sound succession plan with peace-of-mind for the future.
Succession Planning
Investment and insurance products are offered through OSAIC INSTITUTIONS, INC., Member FINRA/SIPC. Osaic Institutions and First Bank are not affiliated. Osaic Institutions does insurance business in California as Osaic Institutions Insurance Agency, CA Agency License #OH30186. Products and investment advisory services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. First Bank Wealth Management is a trade name of First Bank, and certain products and services are provided through First Bank, and its affiliates and subsidiaries. Neither Osaic Institutions or First Bank, nor any of their affiliates or financial advisors, provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Use FINRA’s BrokerCheck to learn about the professional background, certifications, licenses, and any regulatory violations or complaints for any financial advisor.